Mining Review 13th July 2025

A very poor week for our producing watchlist companies, with good news being ignored.

Orla Mining and Kaiser Reef both reported record production at their projects in the last quarter. G Mining Ventures achieved nameplate capacity at the TZ mine, and West Red Lake Gold reported a positive PEA for Rowan.

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Kaiser Reef Henty Gold mine, Tasmania – Credits Kaiser Reef

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City Investors Circle Mining Review 13th July 2025

Mining Review 13th July 2025

A very poor week for our producing watchlist companies, with good news being ignored, or sold into. The price of gold and silver has held steady, so its just selling to rotate into early stage juniors as some commentators are stating, or profit taking.

The price of copper has surged around 10% in a week on Trump tariff fears, and a rush to import into the USA before any tariffs take effect. I think tariffs on copper would damage US industry so I seriously doubt they will occur, and if they do, only for a short while.

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Orla Mining and Kaiser Reef both reported record production at their projects in the last quarter.

G Mining Ventures achieved nameplate capacity at the TZ mine, yet the price has fallen back almost a third from the peak a couple of months ago.

West Red Lake Gold Mines reported a positive PEA for Rowan. Normally this would cause a rise in share price, but WRLG has lost momentum since the fatality in the mine a couple of weeks ago. I suspect investors want some detail as to culpability before investing now.

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A list of all the significant news releases from our watchlist companies last week is below, please click on the link to be taken to the full story.

  G Mining Ventures Achieved Nameplate Capacity at Tocantinzinho

  Orla Mining Achieved Record Quarterly Production

  West Red Lake Gold Announced a Positive PEA for the Rowan Project

  Kaiser Reef Production Update – June Quarter

  Wesdome Gold Mines Completed an Acquisition of Angus Gold

  G2 Drills Multiple Near Surface Intercepts in New Oko Discovery Area

  Mining Review 6th July 2025

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Market Data

Weekly Price Changes

(US$ unless stated)

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We present interesting and exciting junior mining companies listed on the ASX and TSX stock exchanges to a group of city professionals, and private investors, all of whom are active investors with a mandate to invest in junior mining companies.

Our audience is selected and invited individually to ensure interest and relevance for the presenting company.

Meetings are non-deal, small group, highly focused and engaged, with a lively Q and A to follow the main presentation.

We create awareness and maintain interest in presenting companies by disseminating their future news to our entire investor group via email, social media, and our Monthly Review newsletter.

If you wish to present to our select group of active mining investors, please email andrew@city-investors-circle.com

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This website is not sponsored, we are truly independent, and will always remain so.

Companies featured here have either presented to the Circle in London, or have been selected because they are considered to have interesting projects, in good jurisdictions, run by an experienced management team.

All information used in the preparation of this communication has been compiled from publicly available sources that we believe to be accurate and reliable, however, we cannot, and do not, guarantee the accuracy or completeness of this.

These articles are for awareness and informational purposes only, and are not recommendations in any form.  Always consult an investment professional.

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Declaration

At the time of writing the author may hold positions in any of the stocks mentioned.

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Mining Review 22nd June 2025

A sombre week after the announcement of the tragic death of a worker in the Madsen Mine owned by West Red Lake Gold Mines.

Catalyst Metals and Meeka Metals announced positive drilling results.

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City Investors Circle Mining Review 22nd June 2025

A sombre week after the announcement of the tragic death of a worker in the Madsen Mine owned by West Red Lake Gold Mines. The accident occurred underground at Madsen, and work has ceased whilst health and safety officials investigate the circumstances.

Our condolences, prayers ,and thoughts go out to his family.

A fundraise for his family, including his two children has been started. I urge everyone to support this good cause so that his dependants may have a future.

Anyone invested in WRLG should make a decent profit from their investment over time, so please spare something for a person that helped create shareholder value for us.

I am making a C$205 donation today, please spare anything you can.

To make a donation, please click HERE

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Catalyst Metals and Meeka Metals announced positive drilling results.

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We initiated coverage of AIC Mines, a producing gold and copper miner in Queensland, Australia.

AIC is looking to scale by starting a second mine linked to the first, which is just the sort of company Iike to invest in, minimising dilution by production and scaling up to a larger operation.

I also like the combination of copper and gold.

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  Meeka Metals New Corporate Presentation

  Catalyst Metals Reported Positive Trident Drill Results

  Impact Minerals Announced Lake Hope HPA PFS and MRE

  Barton Gold Completed Tolmer High Grade Silver Zone Drilling

  West Red Lake Gold Mines Reported aFatality at the Madsen Mine

  AIC Mines Announced High-grade depth extension at Jericho

  City Investors Circle Initiatined Coverage of AIC Mines

  Mining Review 15th June 2025

We present interesting and exciting junior mining companies listed on the ASX and TSX stock exchanges to a group of city professionals, and private investors, all of whom are active investors with a mandate to invest in junior mining companies.

Our audience is selected and invited individually to ensure interest and relevance for the presenting company.

Meetings are non-deal, small group, highly focused and engaged, with a lively Q and A to follow the main presentation.

We create awareness and maintain interest in presenting companies by disseminating their future news to our entire investor group via email, social media, and our Monthly Review newsletter.

If you wish to present to our select group of active mining investors, please email andrew@city-investors-circle.com

.

=======

,

This website is not sponsored, we are truly independent, and will always remain so.

Companies featured here have either presented to the Circle in London, or have been selected because they are considered to have interesting projects, in good jurisdictions, run by an experienced management team.

All information used in the preparation of this communication has been compiled from publicly available sources that we believe to be accurate and reliable, however, we cannot, and do not, guarantee the accuracy or completeness of this.

These articles are for awareness and informational purposes only, and are not recommendations in any form.  Always consult an investment professional.

.

Declaration

At the time of writing the author may hold positions in any of the stocks mentioned.

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Mining Review 8th June 2025

A terrible end to the week saw three of our best tier 1 watchlist stocks crash in price, with only one, Ora Banda Mining actually announcing any bad news.

Orla Mining and G Mining Ventures reversed badly on no news, although the gold price fell around 1%, so that would account for some of the fall, but not all.

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Orla Mining – Musselwhite Gold Mine – Credits Orla Mining

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City Investors Circle Mining Review 8th June 2025

A terrible end to the week saw three of our best tier 1 watchlist stocks crash in price on Friday, with only one, Ora Banda Mining actually announcing any bad news.

Orla Mining and G Mining Ventures reversed badly on no news, although the gold price fell around 1%, so that would account for some of the fall, but not all.

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These three companies represent my largest personal holdings, so this was probably the biggest financial hit my personal portfolio has ever taken in a single day, and very painful.

I am a long term investor though, and I have learned to ride out some temporary market noise as long as the company fundamentals look similar to when I made my original investment decision.

I see no reason to sell any of the companies listed above, because I believe in their management’s ability, and the projects quality to create shareholder value over the longer term.

If Orla Mining falls much more I may take the opportunity to top up as I am underweight Orla, a mistake I would like to rectify if the opportunity presents itself.

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Silver is the metal to watch at the moment, it’s really on a march, up 9.8% in the week, whilst gold trod water.

The gold silver ratio is down at 92, against the recent high of 103.2.

The PGM group are also rising, with Platinum and palladium 7% and 6% respectively.

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A list of all the significant news releases from our watchlist companies is below, please click on the link to be taken to the full story.

  Ora Banda Mining Slumps on FY25 Guidance Update

  Caprice Resources $7M Placement to Accelerate Exploration

  Minerals 260 Bullabulling Gold Project Drilling Results

  West Red Lake Gold Highlights Bulk Sample Learnings

  G2 Goldfields Drills 76m @ 1.5 g/t Au and 3m @ 12.5 g/t Au

  Barton Gold $3m Premium Placement Complete, Drilling Underway

  Market Review May 2025 Published

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Market Data

Weekly Price Changes

(US$ unless stated).

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Mining Review 6th October

A quiet week news wise, with the only exploration success reported by West Red Lake Gold mines.

Gold rallied back to $2650 on the back of international tension, and silver is rallying hard too on falling mine production and increased industrial demand.

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City Investors Circle Mining Review 6th October

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Mining Review 6th October

A quiet week news wise, with the only exploration success reported by West Red Lake Gold Mines.

Lefroy Exploration, an early stage Australian company reported an incresed resource at their project in Western Australia.

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Gold rallied back to $2665 on the back of international tension, and silver is rallying hard too on falling production and increased industrial demand.

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News from our watchlist companies is listed below, please click on the lin to be taken to the full story.

Mining Review 29th September 2024

West Red Lake Gold Mines announced a high-grade gold discovery, and a Town Hall Meeting to meet local citizens to highlight the opportunities at the intended mine  reopening in 2025.

BPM Minerals completed drilling at their exciting Louie Project area.

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BPM Minerals’ area map showing the proximity to Capricorn Metal’s Mount Gibson Project.

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City Investors Circle Mining Review 29th September 2024

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The week started quietly and then the Chinese government announced a huge economic stimulus package, and precious, base, and industrial metals all moved up in anticipation of greater demand.

Gold and silver remain strong, with the latter now starting to outpace the former, with the gold silver ratio dropping to around 82.

Copper jumped on the Chinese stimulus news just as it looked in danger of falling below $4 lb, and iron ore leapt back over $100 after looking in danger of falling below $90.

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West Red Lake Gold Mines announced a high-grade gold discovery, and a Town Hall Meeting to meet local citizens to highlight the opportunities at the intended mine  reopening in 2025.

Interestingly the share  price is dropping back a little since that good news, which may present an opportunity if it drifts any further.

BPM Minerals completed drilling at their exciting Louie Project area, very close to Capricon Metal’s Mt. Gibson gold project. This is a stock to keep an eye on as if they produce good drill results they must surely be a target for the larger neighbour just over the fence?

News from our watchlist companies is below, kist click on the link to read the  full story. 

West Red Lake Gold Mines (TSX.V: WRLG)

Announced an updated Mineral Resource Estimate effective as of March 1, 2024, on its 100% owned Rowan Mine Deposit, located in the Red Lake Gold District of Northwestern Ontario, Canada.

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West Red Lake Gold Announces Mineral Resource Update for the Rowan Mine Deposit

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To read the full news release, please click HERE

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We present interesting and exciting junior mining companies listed on the ASX and TSX stock exchanges to a group of city professionals, and private investors, all of whom are active investors with a mandate to invest in junior mining companies.

Our audience is selected and invited individually to ensure interest and relevance for the presenting company.

Meetings are non deal, small group, highly focused and engaged, with a lively Q and A to follow the main presentation.

We create awareness, and maintain interest in presenting companies by disseminating their future news to our entire investor group via email, social media, and our Monthly Review newsletter.

If you wish to present to our select group of active mining investors, please email andrew@city-investors-circle.com

.

=======

,

This website is not sponsored, we are truly independent, and will always remain so.

Companies featured here have either presented to the Circle in London, or have been selected because they are considered to have interesting projects, in good jurisdictions, run by an experienced management team.

All information used in the preparation of this communication has been compiled from publicly available sources that we believe to be accurate and reliable, however, we cannot, and do not, guarantee the accuracy or completeness of this.

These articles are for awareness and informational purposes only, and are not recommendations in any form.  Always consult an investment professional.

.

Disclosure

At the time of writing the author holds no shares in West Red :#Gold MInes.

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Mining Review 15th October 2023

Gold powered back as the risk of escalation in the Middle East increased during a politically tense week.

Karora Resources announced strong Q3 production numbers, i-80 Gold and West Red Lake Gold posted positive updates. 

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Karora Resources underground mining at Beta Hunt Gold Mine, WA.

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City Investors Circle Mining Review 15th October 2023

.Gold powered back as the risk of escalation in the Middle East increased during a tense week. The situation with Israel about to invade Gaza looks set to intensify, and if Iran is attacked all bets will be off for the gold price.

The London Global Mining Finance Conference issued it’s preliminary presentor list for their Autumn conference in the Pewterers’ Hall, Barbican, here.

Karora Resources announced strong Q3 production numbers, i-80 Gold and West Red Lake Gold posted positive updates.

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News from our watchlist companies this week is below, click the link to be taken to the story

  I-80 Gold Provides Granite Creek Update

  Karora Resources Announced Q3 Gold Production Of 39,548 Oz

  West Red Lake Gold Intersected 45.20 g/t Au over 2m

  Lithium Power Intl. Responded to Media Speculation

  Global Mining Finance Conference November 2023

  West Red Lake Gold Provided Project Update

  Mining Review 8th October 2023

Market Data

Weekly price changes

(US$ unless stated)

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Mining Review 24th September 2023

We announced the initiation of coverage of West Red Lake Gold recently, and they  delivered some decent drill results this week.

The other watchlist company reporting good results was Karora Resources, at its Beta Hunt Mine is Western Australia.

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City Investors Circle Mining Review 24th September 2023

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We announced the initiation of coverage of West Red Lake Gold recently, and they  delivered some decent drill results this week.

The other watchlist company reporting good results waas Karora Resources, at its Beta Hunt Mine is Western Australia.

News from companies on our watchlist is listed below, please click on the links to read the full story.

  Cornish Metals Started a 9,000 m Drill Program

  i-80 Gold Announced US$20 Million Gold Prepay Accordion

  Neometals Granted a Battery Recycling Patent

  Global Mining Finance Autumn Conference Details

  Karora Resources Reported 14.7 G/T Gold Over 4 m And 12.2 G/T Over 6 m

  West Red Lake Gold Drilled 70.80 g/t Au over 8.3m

  Mining Review 17th September 2023

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Market Data

Week on Week price changes

(US$ unless stated)

Metal Prices

Mining Review 24th September 2023.